Xero

What it is

Xero is cloud accounting software for small businesses. It supports invoicing, bills, bank feeds and reconciliation, financial reports, sales tax records, payment connections, and optional payroll and inventory services.

Ways to use it

Ideas from real executive operations work. Take the ones that fit.

• Issue invoices from an approved service and payment schedule.
• Route bills through a documented review and approval step before payment.
• Reconcile bank activity and flag transactions that need owner context.
• Prepare a consistent monthly reporting packet for leadership and the accountant.
• Track close tasks and unanswered questions without changing accounting treatment independently.